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Generate monthly listing reports

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Summary

Learn how to create reports on listings created in any specific month.

This article covers:

Create a report using the listings tab

Use the Listings tab to filter listings based on their status and date range, then print or save the report. 

To generate a report in any given month:

  • Go to: Sales tab > Listings
  • Set the Status Filter to Listings: Current
  • Enter your desired date range
  • Click Table to switch to the table view
Note: The table view will display blank until you add columns.
  • Click Edit Columns

  • Select the Columns you want to include

  • Click Save to apply your changes

The screen will update to show filtered results in the selected columns.

  • Use the Filters to refine your results further
  • Click Order By or Click on a column header to change the sort order
  • Select listings by ticking the "Select All" checkbox at the top of the list

A Library popup will appear.

  • Select Print or Click More > Export to Word or CSV
Note: You can subscribe to a report and have it delivered directly to your inbox.

Save report filters as a favourite

You can save your report filters to reuse them easily.

To save filter as favourite:

  • After applying filters and selecting columns, Click Save

  • Enter a Filter Name
  • Select who can view the filter: Just Me, My Office, or Everyone
  • Click the star icon to add the filter to Favourites

To view saved filters:

  • Scroll down to Favourite Filters

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  • Select the records you want
  • Click the Library button
  • When the Library popup appears, click Print
Note: You can also apply this same theory/steps with different filter options to report on various aspects within this screen.

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